Analyst / Associate, Credit & Multi-Asset Solutions, Fundraise Management

BrookfieldNew York, NY
$105,000 - $150,000

About The Position

The Global Client Group is seeking an Analyst / Associate – Credit & Multi-Asset Solutions, Fundraise Management, to work with the Brookfield’s Credit and Investment Solutions platforms on a range of activities including assisting with the development and management of new credit solutions/strategies as well as supporting marketing and fundraising activities across Brookfield’s existing credit products. The successful candidate will support the team leading the project management of the multi-asset and asset-based finance strategies on all product management, strategy and client proposal initiatives across commingled funds, single sector separately managed accounts and multi-asset proposals Strategize and draft strategic client proposals across credit and multi-asset solutions, including building model portfolios, creating client presentations and incorporating market intelligence into tailored messaging. Create and compile strategy-specific marketing materials, including offering memoranda, investor presentations and other documents related to our strategies. Project manage all deliverables during fundraising such as coordinating client calls, meetings and on-sites to advance investor due diligence processes and interest Assist facilitation of key decisions throughout fundraising process with all stakeholder groups - Marketing, Client Relationship Management, Investor Relations, Legal, Compliance, Finance & Operations and the Investment Teams. Be a source of information and advisor for Brookfield’s product offerings, the offerings of our key competitors and market in general. Develop a strong understanding of the institutional landscape and the preferences, styles and requirements for credit investors broadly across key regions and investor types.

Requirements

  • Undergraduate degree in finance, business, economics, or another relevant discipline
  • 1-4 years of experience in investor relations, fundraising and/or investment in private markets, with a preference for candidates with direct experience in alternatives
  • Excellent PowerPoint and excel skills. The ability to manipulate and summarize data sets is important
  • Strong written and verbal communication skills
  • A team approach and a “can do” attitude
  • Ability to be a “self-starter” with intellectual curiosity and honesty
  • Experience in high volume processes and technology enabled solutions

Responsibilities

  • Assist with the development and management of new credit solutions/strategies
  • Support marketing and fundraising activities across Brookfield’s existing credit products
  • Support the team leading the project management of the multi-asset and asset-based finance strategies on all product management, strategy and client proposal initiatives across commingled funds, single sector separately managed accounts and multi-asset proposals
  • Strategize and draft strategic client proposals across credit and multi-asset solutions, including building model portfolios, creating client presentations and incorporating market intelligence into tailored messaging
  • Create and compile strategy-specific marketing materials, including offering memoranda, investor presentations and other documents related to our strategies
  • Project manage all deliverables during fundraising such as coordinating client calls, meetings and on-sites to advance investor due diligence processes and interest
  • Assist facilitation of key decisions throughout fundraising process with all stakeholder groups - Marketing, Client Relationship Management, Investor Relations, Legal, Compliance, Finance & Operations and the Investment Teams
  • Be a source of information and advisor for Brookfield’s product offerings, the offerings of our key competitors and market in general
  • Develop a strong understanding of the institutional landscape and the preferences, styles and requirements for credit investors broadly across key regions and investor types
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